HaloPSA

HaloPSA Guides

Documentation to assist with the setup and configuration of the HaloPSA platform

Guides > Followers and Following Tickets

Followers and Following Tickets

In this lesson we will cover:

- What is following a ticket

- How Agents can follow a ticket

- How End Users can follow a ticket 



What is following a ticket?

Following a ticket BCCs your agent email address onto any email correspondence from the ticket. This was originally created to ensure that when any ticket is escalated from someone less experienced to someone more experienced, the less experienced individual then learns how to resolve the ticket themselves in the future by being BCC'd into the resolution emails.  


How Agents can follow a ticket

You can follow any ticket you wish to in Halo, provided you have added the "Followers" field onto the ticket type in question and you have permission to view the ticket in question. 

Fig 1. Followers field against ticket type


To follow a ticket, press the Eye icon in the top right of the inner ticket window and clicking 'Follow this Ticket'. You can also view other followers of the ticket here too:


Fig 2. Follow ticket button


Clicking 'Add Follower' will open a new menu allowing you to search users, agents and site's users and add them to the followers list. 


Fig 3. Search agents/users to be a follower


How End Users can follow a ticket 

If an end user raises a ticket in the self-service portal they can choose other users to be followers of this ticket. This is useful if the end user wants another user, such as their manager, to keep updated on the progress of this ticket, saving each end user having to subscribe themselves. 


To use this functionality ensure the 'followers' field is added to the ticket type's field list. Also ensure this field is visible to users in the portal.

Fig 4. Set visibility of followers field


Then you will need to set who users will be able to add as followers to their ticket. Head to configuration > self-service portal, see 'Followers Field and Delegate Approvers Scope' . 

Fig 5. 'Followers Field and Delegate Approvers Scope' setting


Choose an option from the dropdown here to determine who users will be able to add as followers to their tickets. For example, if the option 'Allow logging on behalf of users at the same Customer' is chosen, users will be able to choose a ticket followers from a list of users who are under the same customer. 


If a user has been added as a follower of a ticket that they do not have access to, they will still not be able to access this ticket in the portal but they will receive ticket correspondence via email. 


Figure 6 below shows the followers field being used in the end user portal.

Fig 6. Followers field in use


Note: Users will need to begin typing before a list of options will appear


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